iShares MSCI USA Size Factor is an open-end management investment company. The Fund seeks to track the performance, before fees and expenses, of an index that measures the performance of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization, as represented by the MSCI USA Risk Weighted Index (the Index). The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. As of Jul 31 2015, the Fund's total assets were $241,328,044 and the Fund's investment portfolio was valued at $241,141,893. The SIZE YTD return is shown above.
The YTD Return on the SIZE YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether SIZE YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the SIZE YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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